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Course Outline
Initial Skills Assessment and Review
- Participant Excel skills check
- Warm-up activities with functions and navigation
- Review of key concepts for structured datasets
Budgeting for Purchases and Report Generation
- Creating basic and dynamic budget templates
- Tracking costs and purchase quantities
- Creating purchase summary reports
Formulas for Inventory and Cost Calculations
- Using IF, SUMIF, SUMIFS for logic-based analysis
- Applying VLOOKUP for referencing item details
- Combining formulas for cost-per-unit and supplier-level insights
Handling and Analyzing Large Datasets
- Working with 5,000+ rows and multiple columns
- Sorting, filtering, and conditional formatting
- Using Excel Tables for dynamic range referencing
Building Purchase Lists and Supplier Reports
- Creating structured input sheets by supplier
- Linking inventory, quantity, and cost fields
- Summarizing by category or raw material
Practical Inventory Tracking Exercise
- Simulating consumption vs. purchase (e.g., 1,000 vs. 900 bags of sugar)
- Reconciling usage data with purchase logs
- Highlighting discrepancies and generating alerts
Pivot Tables for Reporting and Analysis
- Creating pivot tables by month, item, or supplier
- Filtering, grouping, and custom summarization
- Building dashboards with slicers and timelines
Automating Reports with Macros
- Recording and editing basic macros
- Automating repetitive tasks (e.g., monthly material consolidation)
- Running macros for data refresh and report generation
Summary and Next Steps
Requirements
- An understanding of basic spreadsheet concepts
- Familiarity with file management and data entry
- Prior exposure to business or inventory processes
Audience
- Inventory and purchasing staff
- Operations or logistics analysts
- Finance or administrative personnel
14 Hours
회원 평가 (5)
저는 최근 몇 가지 피벗 테이블 문제로 어려움을 겪고 있었는데 이 과정을 통해 피벗 테이블을 더 빠르고, 스마트하고, 효율적으로 작업할 수 있는 지식을 얻었습니다.
Arina Moayed-Dzenisa - Universal-Investment-Gesellschaft mbH Branch Poland Sp. z o. o.
Course - Microsoft Office Excel - poziom średnio zaawansowany
Machine Translated
예를 들어 해결책을 찾고 있습니다.
Monika Lesniewska - Takenaka Europe GmbH Sp. z o.o. Oddzial w Polsce
Course - Excel Data Analysis
Machine Translated
The tips for many of the functions that the trainer presented, which we can easily remember and implement in our future work
Emilija Stoilova - EPFL HBP PCO
Course - Analysing Financial Data in Excel
The fact he had dif excel and data sheets with exercises for us to do.
Deepakie Singh Sodhi - Queens College, CUNY
Course - Excel For Statistical Data Analysis
There was a good amount of information for the time of training. Also the trainer was very engaged with the group, especially when people were having troubles or asking questions. It was very nice of him to offer help in case of future ideas.
